EdgeMarket › What Ninety One Sa (Pty) Ltd reported owning
What Ninety One Sa (Pty) Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.3BPositions
96Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AU AngloGold Ashanti PLC | 1.5B | 63.3% | 15.3M | 121.22 | +125.7% |
| GOOGL Alphabet Inc. | 67.0M | 2.9% | 236.6K | 344.82 | +73.0% |
| unmapped CUSIP 084670108 | 64.8M | 2.8% | 91 | — | — |
| NVDA NVIDIA CORP | 53.2M | 2.3% | 308.4K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 40.7M | 1.7% | 111.1K | 483.24 | -4.4% |
| JNJ JOHNSON & JOHNSON | 37.3M | 1.6% | 152.9K | 270.24 | +51.1% |
| AAPL Apple Inc. | 25.1M | 1.1% | 100.1K | 309.35 | +36.9% |
| JPM JPMORGAN CHASE & CO | 24.9M | 1.1% | 85.3K | 351.58 | +20.3% |
| V VISA INC. | 23.2M | 1.0% | 77.7K | 371.04 | +7.9% |
| AMZN AMAZON COM INC | 22.7M | 1.0% | 109.8K | 258.63 | +15.6% |
| PM Philip Morris International Inc. | 21.5M | 0.9% | 130.4K | 188.23 | +8.9% |
| CVX CHEVRON CORP | 21.4M | 0.9% | 102.2K | 205.27 | +34.0% |
| EW Edwards Lifesciences Corp | 20.2M | 0.9% | 255.9K | 89.79 | +10.3% |
| VLO VALERO ENERGY CORP/TX | 19.4M | 0.8% | 76.5K | 348.86 | +148.3% |
| AEM AGNICO EAGLE MINES LTD | 18.7M | 0.8% | 94.5K | 216.06 | +60.4% |
| META Meta Platforms, Inc. | 17.5M | 0.8% | 31.7K | 549.90 | -26.5% |
| COP CONOCOPHILLIPS | 16.4M | 0.7% | 122.7K | 134.87 | +42.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 16.0M | 0.7% | 32.7K | 629.27 | +27.2% |
| CRH CRH PUBLIC LTD CO | 15.1M | 0.7% | 145.7K | 95.07 | -14.2% |
| AVGO Broadcom Inc. | 15.1M | 0.7% | 49.7K | 368.45 | +26.5% |
| J JACOBS SOLUTIONS INC. | 13.6M | 0.6% | 107.8K | 150.08 | +2.4% |
| CFG CITIZENS FINANCIAL GROUP INC/RI | 13.6M | 0.6% | 228.7K | 69.86 | +43.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 13.5M | 0.6% | 41.7K | 418.95 | +83.3% |
| TKO TKO Group Holdings, Inc. | 12.9M | 0.6% | 64.5K | 193.14 | +5.8% |
| MA Mastercard Inc | 12.4M | 0.5% | 25.1K | 580.63 | -2.0% |
| BKNG Booking Holdings Inc. | 11.7M | 0.5% | 2.8K | 209.62 | -7.1% |
| PLNT Planet Fitness, Inc. | 11.4M | 0.5% | 153.2K | 54.20 | -49.6% |
| INTU INTUIT INC. | 11.2M | 0.5% | 26.3K | 367.00 | -47.5% |
| GS GOLDMAN SACHS GROUP INC | 11.2M | 0.5% | 13.5K | 1,039.28 | +44.2% |
| RACE Ferrari N.V. | 11.1M | 0.5% | 33.4K | 436.54 | -6.8% |
| BA BOEING CO | 11.1M | 0.5% | 56.3K | 214.20 | -5.1% |
| SNX TD SYNNEX CORP | 8.9M | 0.4% | 54.2K | 250.14 | +72.2% |
| MCO MOODYS CORP /DE/ | 8.4M | 0.4% | 19.5K | 503.32 | -2.3% |
| KEY KEYCORP /NEW/ | 8.3M | 0.4% | 414.6K | 21.87 | +20.0% |
| AER AerCap Holdings N.V. | 8.1M | 0.3% | 59.9K | 146.29 | +26.4% |
| NTES NetEase, Inc. | 7.6M | 0.3% | 68.9K | 128.17 | -1.8% |
| DAL DELTA AIR LINES, INC. | 7.5M | 0.3% | 115.3K | 82.41 | +39.6% |
| ADSK Autodesk, Inc. | 7.5M | 0.3% | 31.7K | 253.82 | -12.1% |
| PLD Prologis, Inc. | 7.3M | 0.3% | 55.3K | 141.80 | +28.7% |
| SPGI S&P Global Inc. | 7.0M | 0.3% | 16.5K | 431.29 | -22.6% |
| TW Tradeweb Markets Inc. | 6.6M | 0.3% | 56.1K | 107.04 | -17.9% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 6.4M | 0.3% | 32.6K | 239.62 | +4.8% |
| GNRC GENERAC HOLDINGS INC. | 6.4M | 0.3% | 33.4K | 205.98 | +8.6% |
| TSLA Tesla, Inc. | 6.4M | 0.3% | 17.3K | 362.86 | +12.0% |
| FDX FEDEX CORP | 5.8M | 0.3% | 16.6K | 325.08 | +43.1% |
| VRSK Verisk Analytics, Inc. | 5.7M | 0.2% | 30.3K | 187.50 | -30.8% |
| BSX BOSTON SCIENTIFIC CORP | 5.7M | 0.2% | 91.7K | 50.37 | -52.5% |
| GOOG Alphabet Inc. | 4.8M | 0.2% | 17.0K | 341.75 | +70.7% |
| Z ZILLOW GROUP, INC. | 4.0M | 0.2% | 96.9K | 35.88 | -55.8% |
| CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD | 3.6M | 0.2% | 25.3K | 130.55 | -31.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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